Money Purchase · DOL Form 5500 · 2023

IBEW Local 363 Money Purchase Pension Plan Money Purchase Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
1,136
Participants Near avg headcount
94th
Percentile by assets National rank
$132,488
Avg per participant Near avg balance/head
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Official DOL plan name: IBEW Local 363-Money Purchase Pension Plan · Sponsored by IBEW Local 363 Money Purchase Pension Plan · New York · Construction

$151M in assets, 1,136 participants

IBEW Local 363 Money Purchase Pension Plan's IBEW Local 363-Money Purchase Pension Plan reported $151M in total assets and 1,136 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,317 in Construction (9,030 peers)

Where IBEW Local 363-Money Purchase Pension Plan sits by assets

IBEW Local 363-Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $151M for 1,136 participants (~$132,488/participant), up 8.8% in 2023.

#8,317
in Construction (9,030 peers)
+8.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

IBEW Local 363-Money Purchase Pension Plan's outsized position by total assets

IBEW Local 363-Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$150,506,673 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

IBEW Local 363-Money Purchase Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IBEW Local 363-Money Purchase Pension Plan lands in the large band (1,136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IBEW Local 363-Money Purchase Pension Plan reported net income rose from -$16M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • IBEW Local 363-Money Purchase Pension Plan reported participants rose from 796 in the plan year 2022 filing to 1,136 in the plan year 2023 filing.
  • IBEW Local 363-Money Purchase Pension Plan end-of-year assets rose from $138M in the plan year 2022 filing to $151M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 136530041 · IBEW Local 363 Money Purchase Pension Plan PY 2023 · Money Purchase

IBEW Local 363-Money Purchase Pension Plan · $151M · 1,136 · 94th

  • IND $151M
  • EOY 1,136
  • 5500 94th
  • ASSETS Money Purchase
  • PCT near Annuity Fund of Local 274
  • EIN ind #8317

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in New York →

IBEW Local 363-Money Purchase Pension Plan in the asset neighbourhood

Seafarers Money Purchase Pension PlanSeafarers Money Purchase Pen…$155MPension Plan of Subaru of America, Inc.Pension Plan of Subaru of Am…$152MAnnuity Fund of Local 274$152MIBEW Local 363-Money Purchase Pension PlanIBEW Local 363-Money Purchas…$151MGreater Texas IBEW NECA Annuity PlanGreater Texas IBEW NECA Annu…$146M
End-of-year total assets ($M) among IBEW Local 363-Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$150M
Net Income$14M
Employer EIN136530041
Plan Effective Date1961-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IBEW Local 363 Money Purchase Pension Plan)

Sponsor-wide plan assets over time

All IBEW Local 363 Money Purchase Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$161M 16.48811654647498% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $138M $161M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 796 $138M
2023 1 1,136 $151M
2024 1 1,140 $161M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

IBEW Local 363-Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants IBEW Local 363-Money Purchase Pension Plan, Total assets ($B): 0.150506673 · Participants: 1136IBEW Local 363-Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
IBEW Local 363-Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare IBEW Local 363-Money Purchase Pension Plan side-by-side with 3 peers →

IBEW Local 363-Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Annuity Fund of Local 274 in NJ ($152M); by covered participants it is Central Iowa Carpenters Money Purchase Plan in MN (1,134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IBEW Local 363-Money Purchase Pension Plan assets move in 2023? ▼
IBEW Local 363-Money Purchase Pension Plan grew at a solid clip - up 8.8% during 2023, from $138M to $151M. Reported net income was $14M.
How have IBEW Local 363 Money Purchase Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IBEW Local 363 Money Purchase Pension Plan's sponsor-wide assets grew 16.5%, from $138M to $161M.
Where does IBEW Local 363-Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
IBEW Local 363-Money Purchase Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to IBEW Local 363-Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Annuity Fund of Local 274 in NJ ($152M, 340 participants).
Which Money Purchase plans cover a similar participant headcount to IBEW Local 363-Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Central Iowa Carpenters Money Purchase Plan in MN (1,134 participants, $125M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136530041.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.